New Portfolio - New Portfolio

Daniel Lars

New Portfolio
Individual Investor
Ranked #359,556 out of 762,027 TipRanks' Investors
Success Rate
52%
14 out of 27
profitable transactions
Average Return
4.84%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.03% SCHD
20.55% ET
13.90% JPST
13.00% BMY
12.52% PFS
11.00% Others
By Assets
42.18% Stocks
31.74% ETFs
26.08% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
42.93% General
24.41% Energy
15.02% Financial
13.00% Healthcare
4.64% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
lemcabmy
lemcabmy
lemcabmy
premium
lemcabmy
premium
lemcabmy
lemcabmy
lemcabmy
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t38b9g112ci
t38b9g112ci
premium
t38b9g112ci
premium
t38b9g112ci
t38b9g112ci
t38b9g112ci
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c9y3ly
premium
c9y3ly
premium
c9y3ly
c9y3ly
c9y3ly
cerkgnfttxg
cerkgnfttxg
cerkgnfttxg
premium
cerkgnfttxg
premium
cerkgnfttxg
cerkgnfttxg
cerkgnfttxg
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7a32ppunboh
7a32ppunboh
premium
7a32ppunboh
premium
7a32ppunboh
7a32ppunboh
7a32ppunboh
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pxxry7nekz
pxxry7nekz
premium
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premium
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p264s1ngmch
p264s1ngmch
premium
p264s1ngmch
premium
p264s1ngmch
p264s1ngmch
p264s1ngmch
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d16g2cn2wa5
d16g2cn2wa5
premium
d16g2cn2wa5
premium
d16g2cn2wa5
d16g2cn2wa5
d16g2cn2wa5
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ghmguh0r0ls
ghmguh0r0ls
premium
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premium
ghmguh0r0ls
ghmguh0r0ls
ghmguh0r0ls
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3byoc37wxq2
3byoc37wxq2
premium
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premium
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SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.81
$0
(0%)
premium
416 Buy
455 Hold
74 Sell
Moderate Buy
premium
$64.05B
23.51%
ET
Energy Transfer
$16.41
$0.08
(0.49%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$56.43B
16.96%
GEO
Geo Group
$15.20
$0.05
(0.33%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.12B
82.91%
EGY
Vaalco Energy
$6.02
$0.01
(0.17%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$625.57M
30.30%
MVBF
MVB Financial
$20.47
$0.11
(0.53%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$266.06M
-6.40%
PFS
Provident Financial Services
$19.52
$0.39
(1.96%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.60B
35.65%
BMY
Bristol-Myers Squibb
$53.22
$0.04
(0.08%)
premium
3 Buy
11 Hold
2 Sell
Hold
premium
$107.82B
-5.84%
JPST
JPST
< ETF >
JPMorgan Ultra-Short Income ETF
$50.58
$0.02
(0.04%)
premium
premium
$26.43B
0.96%